See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,997 | $84,402-69.2% | $61,373-57.6% | $134,475-80.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.61% | 584.55%-601.2pp | 338.61%-355.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $883 | $1,544-42.9% | $1,159-23.9% | $4,740-81.4% |
| Participant deferral / active EE | $2,955 | $2,819+4.8% | $2,125+39.0% | $6,400-53.8% |
| Admin fee / account holder | $183 | $2,585-92.9% | $2,130-91.4% | $11,426-98.4% |